See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,566 | $109,881+5.2% | $150,045-23.0% | $84,808+36.3% |
| Participation rate | 96.6% | 76.1%+20.5pp | 82.3%+14.2pp | 68.3%+28.2pp |
| Annual return | 17.23% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.7pp |
| Employer contribution / active EE | $5,452 | $3,561+53.1% | $4,693+16.2% | $2,631+107.2% |
| Participant deferral / active EE | $3,999 | $6,636-39.7% | $7,997-50.0% | $4,212-5.0% |
| Admin fee / account holder | $2,976 | $8,568-65.3% | $13,435-77.8% | $7,344-59.5% |